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The modern CRM software your teams will love

Insightly is a modern, scalable customer relationship management software for businesses of all sizes. Connecting with customers and creating exceptional experiences is accessible with the Insightly online CRM tool. The CRM system facilitates marketing automation, lead management, and project management allowing businesses to become efficient in CRM strategies. The software is easily customizable and is designed with robust security. Real-time insights and support for mobile apps allow users to track customer interactions on the go. This easy-to-use CRM software is available in 3 plans - plus, professional, and enterprise. The software offers a free trial.
Insightly Inc
2010
United States
  • Accounting
  • Logistics-supply-chain
  • Marketing-advertising
3 Industries
  • English
1 Language
Industries
  • Accounting
  • Logistics-supply-chain
  • Marketing-advertising
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Chat
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video
  • Blog

Media

Insightly
Insightly

Insightly Core Features

Focus of CRM Feature
  • Calendar & Task
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation
Focus of Marketing Automation Feature
  • Analytics/ROI Tracking
  • Campaign Management
  • Email Marketing
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting
  • Social Marketing
Focus of Project Management Feature
  • Alerts/Notifications
  • Collaboration
  • Dashboard
  • Portfolio Management
  • Project Planning
  • Reporting and Forecasting
  • Workflow Management
Focus of Healthcare CRM Feature
  • Alerts/Notifications
  • Appointments
  • Medical History
  • Patient Communications
  • Patient Management
  • Reports

Insightly Pricing

Pricing Type
  • Per User
Preferred Currency
  • USD ($)
Free Version
  • No
Free Trial
  • Available Trial
Payment Frequency
  • Monthly Payment
  • Annual Subscription
Vendor pricing page Get Free Trial
Plans & Packages
Standard
$29 Per Month

Insightly Reviews

7
Total Reviews
4.3/5
Overall Rating
0
Recent Reviews

What Users Say

Very positive feedback
David Faulkner
David Faulkner , Managing Director at Fluent Trade Technologies
A great piece of software
Ben Precious
Ben Precious , Founder & CEO at Pace Social Media Solutions
Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.
Beata Mccarthy
Beata Mccarthy
Insightly has increased productivity of our organization as a whole
Valerie Barnett
Valerie Barnett , Founder at PleasingCare
It's best for us because it offers not just CRM-specific functionality but also project management functions.
David Lee
David Lee , CEO at Inyouths LED Mirrors

What Users Like The Most

  • Smooth data input environment
  • Slick design that improves its user-friendly feature
  • Convenient integration on the workflow of any sort.

What Users Like The Least

  • Lack of customization feature
  • Limited free trials
  • Lack of phone support

Insightly Reviews

4.3 7 Reviews
  • Relevance
  • Most Recent
  • Rating: high to low
  • Rating: low to high
Write a Review
Beata Mccarthy

Insightly is marketing automation to create personalised marketing campaigns, and automate business processes.

Amazing marketing tool, I’ve just started using this software and I am finding it to be pretty user-friendly. It works for me perfectly. It is not only perfect but the best for marketing automation. I am able to do multiple things needed for my business.

What was the project name that you have worked with Insightly?

Marketing Automation Software , Project Management Software

How long have you used Insightly?

7 Months

How frequently you use Insightly?

Daily

What do you like the most about Insightly?

Easy to use and saves time and gives way cool results.

Lots of options to help you with marketing campaigns.

It was nice to not stress about creating something so simple.

What do you like the least about Insightly?

I think it will be better if more easy integration is provided.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Integrations

Trello
Microsoft 365

Switched from

Valerie Barnett

Insightly has increased productivity of our organization as a whole

In our company PleasingCare, we use Insightly as our CRM software. This user-friendly platform has been a part of our team for three years. It is the best tool yet that aided us in data organization and accomplishing distinct tasks and workflows that, in turn, led to increased productivity of our organization as a whole. And by using it daily to secure accuracy in the work, we have come to observe the pros and cons of using the same.

How frequently you use Insightly?

Daily

What do you like the most about Insightly?

Smooth data input environment

Slick design that improves its user-friendly feature

Convenient integration on the workflow of any sort.

What do you like the least about Insightly?

Lack of customization feature

Limited free trials

Lack of phone support

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
David Lee

It's best for us because it offers not just CRM-specific functionality but also project management functions.

We Inyouths LED Mirrors use Insightly because it is user-friendly and thorough. Insightly has become a market leader for developing enterprises. The UI is vibrant and easy to use, allowing you to construct graphs and charts that can be simply exported to impress investors and key stakeholders. Even better, it's quite simple to master — we tried it ourselves and can attest that it's a breeze! Its ability to interact with a wide range of third-party apps – including Microsoft programs, Xero, Google Apps, Quickbooks, Mailchimp, Slack, Evernote, and many others – makes it a versatile system with a broad range of applications. You can also use Insightly's sophisticated API to personalize everything.

How frequently you use Insightly?

Daily

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
ComboApp

Insightly for the win

Insightly for the win

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Jose Garcia

Well crafted and always improving

We have used Insightly for over a year and IT IS GREAT. Super friendly and the APP is always up and ready to serve almost with all the functionality of the pc version. Great software.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
David Faulkner

Very positive feedback

Pros: It is having a very basic system, which is all we need. Cons: The format can be configured to an extent, but not fully customizable.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Ben Precious

A great piece of software

Pros: Very integrateable with G suite which as an agency we use a lot for the drive and calendar features etc. Cons: Not very customizable Overall Experience: A great piece of software which gets the job done and beyond. It would be nice if it was more custom for the user.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
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